A complete list of active advisors currently associated with 80/20 Financial Services

Warmer can help you find a great advisor at 80/20 Financial Services or one who fits your needs even better.

80/20 Financial Services is a single‑advisor registered investment adviser that provides comprehensive and consultative financial planning and discretionary portfolio management to individual and high‑net‑worth clients. The firm manages approximately $33 million for a small client base and generally requires a minimum account size for portfolio services, which may be waived at the firm’s discretion. The firm builds personalized portfolios from a set of model allocations, tailoring equity exposure to each client’s objectives and risk tolerance and conducting monthly security reviews and annual client meetings. Its investment process combines fundamental and technical analysis with strategic asset allocation and offers both one‑topic consulting engagements and written comprehensive plans. A notable distinction is that the firm’s principal also operates as a licensed independent insurance agent and may recommend insurance products for separate commission compensation, a conflict the brochure discloses and describes how it is managed. The adviser’s small, concentrated client base and the practice of waiving planning fees when clients engage investment management, together with reliance on a single advisor and use of an institutional custodian relationship that provides non‑cash support services, further differentiate its operating model from many peers.

To learn more about the advisors currently working at 80/20 Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.